John
Dickson

Bb&T Securities, LLC

CRD#4328026
Investment Advisor
in Charlotte, NC
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About this Advisor

John Dickson is a certified financial planner working out of Charlotte, North Carolina, who has 13 years of work experience. Dickson is currently employed by Bb&T Securities, LLC. Their career trajectory has included roles at Bb&T, Bb&T Investment Services, Inc and Bb&T Securities, LLC. Dickson holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in South Carolina. Bb&T Securities, LLC is a business that has its headquarters in Charlotte, North Carolina. The company has offices in 1,470 locations and a total of 1,823 advisors. It controls $19 billion in total assets among its 44,665 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 329 charitable organizations. Of its 44,665 customer accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets available to invest. Bb&T Securities, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fees billed by Bb&T Securities, LLC may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

200 S College St 11Th Fl
Charlotte, NC 28202

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$20,257,150,583

NC Average: $1,835,309,194
Total Number of Employees

1,840

NC Average: 32
Total Number of Accounts

56,514

NC Average: 1,458
Average Account Size

$358,445

NC Average: $1,258,785

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Dickson Work History

John has 13 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2012 - Present (7 years)

Bb&T Investment Services, Inc

2012 - Present (7 years)

Bb&T

2006 - 2012 (6 years)

Bb&T Investment Services, Inc

2005 - 2012 (7 years)

Bb&T

Disclosures

John Dickson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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